Our Services


 

Services Offered at Financial Wealth Builders, Inc.

 

Retirement Income Planning

     For over 25 years Chuck Stephan and Financial Wealth Builders, Inc. have specialized in designing retirement plans for individuals and small businesses.

    We can help you build a Cash Flow Analysis to help you start planning today for your retirement income needs.

Retirement Accumlation/Investment

    Through our affiliation with our broker dealer Coordinated Capital Securities, Inc., and their clearing partnership with First Clearing (a trade name used by Wells Fargo Clearing Services, LLC, a non-bank affiliate of Wells Fargo & Company and Member SIPC) we offer the following products and services:

  • Stocks
  • Bonds 
  • Mutual Funds
  • Variable Insurance     
  • Fee-based Accounts and advisory services
 
We can help you or your business establish a retirement plan that's right for you:
  • 401 (k)
  • Custom Designed Profit Sharing Plans
  • Simple IRA Plans
  • SEP IRA's

Estate Planning

We help clients create and organize their estate planning documents and work closely with our client's attorneys and other local professionals to design and implement Estate Planning Strategies to help meet our client's unique goals. In creating this strategy, our goal is to help you:

  • Avoid Probate
  • Maximize Privacy
  • Reduce Estate Tax

Long Term Care Planning

    We help our clients understand the importance of Long Term Care Planning, including:

  • Trusts
  • Gifting
  • Long Term Care Insurance
  • Asset Positioning                                          
                

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